+411.6%
ROIV vs WING
+4.1%
+407.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.6% | +6.4% |
| 7D | +5.3% | +9.0% | -3.7% | +3.6% |
| 30D | +11.9% | +39.9% | -28.1% | +4.6% |
| 3M | +10.7% | +40.4% | -29.7% | +2.7% |
| 6M | +34.9% | +12.9% | +22.0% | +29.2% |
| YTD | +79.2% | -31.1% | +110.2% | +87.6% |
| 1Y | +89.0% | -32.7% | +121.7% | +98.1% |
| 3Y | +337.3% | -19.8% | +357.2% | +282.4% |
| All | +411.6% | +4.1% | +407.5% | +258.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling